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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,582 | $154,228-72.4% | $145,433-70.7% | $137,256-69.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 9.30% | 74.59%-65.3pp | 66.58%-57.3pp | 220.34%-211.0pp |
| Employer contribution / active EE | $828 | $4,804-82.8% | $4,554-81.8% | $4,156-80.1% |
| Participant deferral / active EE | $4,721 | $8,216-42.5% | $7,897-40.2% | $6,407-26.3% |
| Admin fee / account holder | $706 | $14,344-95.1% | $13,129-94.6% | $12,270-94.2% |